SIP - Systematic Investment Plan
With The right Partner,the financial Journey Gets Easier.
SIP - Systematic Investment Plan
With The right Partner,the financial Journey Gets Easier.
Do You know ?
If your monthly household* expenses are 30,000 p.m. currently, then after 30 years you will require 2,28,400*a month to just maintain the same lifestyle!
Do You know ?
If your monthly household* expenses are 30,000 p.m. currently, then after 30 years you will require 2,28,400*a month to just maintain the same lifestyle!
Higher education** for your child used to cost 14.50 lakh in 2014 and costs over 25** lakh in 2024!
Why Invest?
Just like the market, life too has its ups and downs. You invest to make sure that your financial needs get fulfilled despite the roadblocks.
You need to offer your time and efforts to achieve anything in life. Similarly, successful investing is no different. To generate wealth investment should be done for a long term.
Financial needs
Financial needs
A financial need is a target to aim for when managing your money. It can involve saving, spending, earning, or even investing.
There are several types of financial needs:
SHORT-TERM I MID-TERM I LONG-TERM
Buy a new car
Buy a new home
Peaceful retirement
Child’s higher education
Child’s marriage
Luxurious lifestyle
Just like you make provision for your expenses every month, do the same thing for your investments.
INCOME – SAVINGS = EXPENDITURE
The golden Formula To Fulfil Your Financial Needs
The golden Formula To Fulfil Your Financial Needs
+
START EARLY
+
INVEST IN RIGHT ASSET CLASS
=
SAVE REGULARLY
Regular cash flow during retirement years
START EARLY
+
+
INVEST IN RIGHT ASSET CLASS
SAVE REGULARLY
=
Regular cash flow during retirement years
SIP Calculator
Projected Returns for various time duration (@12%)
| Duration | Amount | Est. Returns | Future Value |
|---|
Do You know?
Do You know?
how the value of 100 has changed at the rate of 12% CAGR?
₹100/-
30 years ago
₹176/-
25 years ago
₹311/-
20 years ago
₹547/-
15 years ago
₹2996/-
Now
Give maximum TIME to your investments to get the maximum benefit of the POWER OF COMPOUNDING.
Give maximum TIME to your investments to get the maximum benefit of the POWER OF COMPOUNDING.
Equity Market Has outperformed
Equity Market Has outperformed
Growth of 1000 in Different Asset Classes from March 1999 to March 2024
Source:
Gold & Silver – RBI Data as on Jan 2024
Bank & Co. Deposit – RBI Data as on Sept 2023
Inflation – RBI Data as on Feb 2024
Inflation data before 2012–13 is taken as per WPI rate & from 2012–13 CPI rate is considered
Sensex TRI – ACE MF – Data as on March 2024
- Long-term horizon offer better risk-return pay off
- Liquidity, Transparency, and Convenience
SIP benefits
SIP benefits
Systematic Investment Plan (SIP) is a smart financial investment tool that helps you build wealth, step by step, over a period of time.
Simplest way to invest for your financial needs
Easy, stress-free investing tailored to your financial goals.
01.
Superior Returns
Delivering consistent, above-average growth through smart investing.
02.
Transparent and convenient
Clear processes with easy, hassle-free access and control.
03.
Can track everything online
Track all your investments easily through a single online platform.
04.
Automatic monthly debit from your bank account
Automatic monthly debits directly from your bank account.
05.
High liquidity
Quick access to your funds whenever required.
06.
Less paperwork
Minimal documentation with a simple, paperless process.
07.
Easy investment or redemption
Quick and hassle-free investing and redemption anytime.
08.
Benefits of power of compounding
Grow wealth faster through the power of compounding.
09.
Rupee-cost Averaging
Reduce market risk through disciplined rupee-cost averaging.
10.
Invest a fixed amount every month
Invest a fixed amount automatically every month.
11.
No lock in, (Except, in ELSS for only 3 years)
No lock-in period, except ELSS with a three-year lock-in.
12.
TOP-UP SIP
TOP-UP SIP
Why an Additional Source of Cash Flow Is Essential
Why an Additional Source of Cash Flow Is Essential
TOP-UP SIP permits investors to boost their SIP automatically by a set amount or percentage based on predetermined intervals. This increase could correspond to the development of your future earnings and savings.
A large financial necessity, such as a child’s higher education, marriage, or the establishment of a peaceful retirement corpus, can be met early by adding little amounts to your existing investments.
